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WisdomTree Yield Enhanced US Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$219K +$1.13K +26 +0.5%
BOSSRA
102
B.O.S.S. Retirement Advisors
Utah
$218K +$12.5K +287 +6%
IGWM
103
ICA Group Wealth Management
Colorado
$216K -$15.9K -366 -7%
FAIM
104
Financial Advocates Investment Management
Washington
$216K -$174K -4,009 -44%
AWS
105
Atria Wealth Solutions
New York
$209K +$211K +4,850 New
RIA
106
Realta Investment Advisors
Delaware
$205K -$4.34K -100 -2%
WAS
107
Winch Advisory Services
Wisconsin
$197K +$19.6K +451 +11%
CFD
108
Creative Financial Designs
Indiana
$176K +$115K +2,656 +185%
TAM
109
Townsend Asset Management
North Carolina
$176K +$521 +12 +0.3%
CFGS
110
Concourse Financial Group Securities
Alabama
$129K -$2.96K -68 -2%
AF
111
Allworth Financial
California
$105K -$149K -3,426 -58%
PB
112
Pinnacle Bancorp
Nebraska
$88.6K
OLVIG
113
Oliver Lagore Vanvalin Investment Group
Michigan
$84.4K +$85.1K +1,958 New
PWMA
114
Pension & Wealth Management Advisors
Massachusetts
$81.5K -$81.5K -1,875 Closed
Citigroup
115
Citigroup
New York
$80.4K +$217 +5 +0.3%
SL
116
Savior LLC
Massachusetts
$61.8K +$217 +5 +0.3%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$52.4K +$52.8K +1,215 New
SPIA
118
Steward Partners Investment Advisory
New York
$43.1K +$43.5K +1,000 New
PTC
119
Private Trust Company
Ohio
$42.5K +$21.2K +489 +98%
CAL
120
Capital Analysts LLC
Pennsylvania
$38K -$2.52K -58 -6%
TC
121
Truvestments Capital
Florida
$30K
C
122
Covestor
United Kingdom
$24K -$4.78K -110 -17%
SCA
123
Stonebridge Capital Advisors
Minnesota
$19.9K +$20.1K +462 New
CWP
124
Concord Wealth Partners
Virginia
$17.1K
IA
125
IFP Advisors
Florida
$16.2K